我是最航运丹尼斯,今天主题是刚刚新鲜出炉的美国海关5月进口数据和全球供应链的最新趋势,我们一起来看下。欢迎给自己公司或者合作伙伴打Call。
0、美西劳工谈判参考最航运昨天推送或者视频号即可,有进一步动态会及时更新 2023-06-03 
最航运 | 刚刚ILWU工会行动导致美西部分码头关闭或操作受阻
1、根据最航运监测,2023年5月美国从中国大陆进口货量为923,524TEUs,同比2022年5月的1,122,478TEUs下降17.7%。


2、2023年5月美国总进口量为2,431,135TEUs,2022年5月美国总进口量为2,893,711TEUs,同比下降幅度为16.0%。所以从中国大陆进口货量占美国总进口量的比例从38.8%降到了38.0%.
3、我们也看下其它国家和地区出口到美国的货量变化,包括中国香港和中国台湾。

RankPort of Lading Country/Region NameMay 2023May 2022YoY
1China923524.8671122478.812-17.72%
2South Korea169338.911206307.042-17.92%
3Vietnam143109.644188079.414-23.91%
4Taiwan76158.942104313.805-26.99%
5Germany75677.15389653.569-15.59%
6Mexico68098.64682461.236-17.42%
7India66150.53390325.088-26.76%
8Canada65850.1242571.95854.68%
9Singapore65495.80578015.731-16.05%
10Spain54272.90567822.312-19.98%
11Belgium54129.43472472.999-25.31%
12Italy52950.82465900.797-19.65%
13Panama49636.32454322.396-8.63%
14Thailand46954.31546833.3650.26%
15Guatemala37248.17941429.246-10.09%
16Netherlands35215.39335152.6980.18%
17Japan32811.14537952.264-13.55%
18Brazil28694.72930047.852-4.50%
19Dominican Republic28174.828299.362-0.44%
20Costa Rica24800.00524931.757-0.53%
21Honduras24641.75831156.039-20.91%
22Hong Kong23222.61634922.334-33.50%
23Colombia22764.53621777.1334.53%
24Malaysia21769.18633691.498-35.39%
25United Kingdom21339.32718017.71618.44%
26Turkey20996.33120160.0264.15%
27Jamaica18419.82613545.48135.99%
28Sri Lanka16360.1818312.029-10.66%
29France15996.93823247.573-31.19%
30Portugal15613.75913107.60519.12%
31Bahamas12666.32626198.857-51.65%
32New Zealand10416.0739263.93612.44%
33Pakistan8787.98110812.77-18.73%
34Oman7178.26211652.273-38.40%
35Australia7036.5418097.032-13.10%
36Israel6219.2657158.022-13.11%
37Ecuador5578.255364.9913.98%
38Greece5317.0714239.23125.43%
39Virgin Islands (U.S.)5239.9863953.35632.55%
40South Africa4972.2542913.71570.65%

4、5月中国大陆-美国NVOCC货代货量排名!以NVOCC SCAC代码对应货量排序,这里需要指出的是不少公司的NVOCC注册名与其被大家所熟知的品牌名会有所不同。比如C.H. Robinson的CHRISTAL LINES,Kuehne + Nagel的BLUE ANCHOR,DHL Global Forwarding的DANMAR LINES,M+R的MCL-MULTI CONTAINER LINE,CEVA Logistics的PYRAMID LINES,包括DB Schenker今年刚启用的NVOCC名GREAT OCEAN LINE PTE LTD。有公司统一SCAC比如Kerry统一了Apex和Topocean,也有公司仍在用多个SCAC CODE。最新的排名中也有多家新面孔特别是本土公司表现优秀,欢迎读者们喊出它们的名字为它们打Call!
RankNVOCC SCACNameTEU
1KFUNKERRY FREIGHT (USA) INC27456
2OERTORIENT EXPRESS CONTAINER CO LTD16294
3CHSLCHRISTAL LINES16063
4HNLTHONOUR LANE SHIPPING LTD14973
5EXDOEXPEDITORS INTERNATIONAL OF WASHINGTON INC14382
6BANQBLUE ANCHOR AMERICA LINE (BLUE ANCHOR LINE)14299
7AMZDAMAZON CHINA AMAZON.CN AMAZON GLOBAL LOGISTICS  CHINA13837
8HYSLHECNY SHIPPING LIMITED12096
9FLXTFLEXPORT INTERNATIONAL LLC10909
10DWCHDEWELL CONTAINER SHIPPING9336
11SFOKSAFROUND LOGISTICS CO LTD8532
12DFDSDSV OCEAN TRANSPORT A/S8165
13TXSLTAICANG XINTAI INTERNATIONAL SHIPPING AGENCY CO LTD8117
14SMMBSEAMASTER LOGISTICS INC7463
15CHQFCHINA INTERNATIONAL FREIGHT CO LTD7156
16SXCOSINPEX CONNECTION LOGISTICS LTD6810
17DMALDANMAR LINES AG5745
18PPILPUDONG PRIME INTL LOGISTICS INC5690
19OSTIORIENT STAR TRANSPORT INTL LTD5586
20CWQGCIMC WETRANS LOGISTICS TECHNOLOGY (HONG KONG)  COMPANY LIMITED5408
21UASIUPS ASIA GROUP PTE LTD5238
22TLKPTRANSLINK SHIPPING INC5125
23UULNUS UNITED LOGISTICS (NINGBO) INC4933
24MCLMMCL-MULTI CONTAINER LINE INC4831
25MLILMAXWIDE LOGISTICS INC4779
26RSLCRS LOGISTICS LIMITED.4508
27CGLSCASIA GLOBAL LOGISITICS CO LTD4472
28CIECCAS INTERNATIONAL CO LTD4452
29GOLAGREAT OCEAN LINE PTE LTD, THE4201
30GFSHGLOBAL FREIGHT SERVICES USA LLC3993
31CTYOCITY OCEAN LOGISTICS CO LTD3864
32PYMNPYRAMID LINES SINGAPORE PTE LTD3819
33WWLLWORLDWIDE LOGISTICS CO LTD3582
34COHECOHESION FREIGHT (HK) LIMITED3493
35PXWSPANEXWD SUPPLY CHAIN INC3228
36FEVMFOUREVER INTERNATIONAL LIMITED2922
37NPSCNINGBO PORT SOUTHEAST LOGISTICS GROUP CO LTD2831
38ALONACETRANS LOGISTICS LIMITED2622
39UPOFUPS OCEAN FREIGHT SERVICES INC2616
40CHIACHINATRANS INTERNATIONAL LIMITED2576
41MOSJMULTIMODAL OCEAN SERVICES COMPANY INTERNATIONAL  LIMITED2440
42SNTKSUN TRACK EXPRESS2393
43NXHSNINGBO X-H SUPPLY CHAIN MANAGEMENT CO LTD2249
44YJIFYIWU JUYI INTERNATIONAL FREIGHT FORWARDING CO LTD2226
45MIGCMASTER INTERNATIONAL LOGISTICS (CHINA) CO LTD2222
46NCZLNEW CHAIN LOGISTICS CO LIMITED2216
47SAKQSHANGHAI ALL-LINK LOGISTICS CO LTD2212
48THGLT H I LOGISTICS CO LTD2206
49BKGABARKLAYS LOGISTICS CO LTD2182
50EFLREFL CONTAINER LINES LLC2181
51ASFNASF GLOBAL LLC2146
52AWFDALL-WAYS FORWARDING INTERNATIONAL INC2092
53BOPTBDP TRANSPORT, INC2088
54NGWININGBO GET WIN INTERNATIONAL LOGISTICS CO LTD2004
55SYLCSUZHOU YUN LOGISTICS TECHNOLOGY CO LTD1955
56TLDMTIANSHI LOGISTICS CO LIMITED1899
57FTNVFEDEX TRADE NETWORKS TRANSPORT & BROKERAGE INC1890
58RWRDROUND-THE-WORLD LOGISTICS (USA) CORP1865
59PSEAPACIFIC STAR EXPRESS (CHINA) CO LTD1796
60SVIVSHANGHAI EVEREST INTERNATIONAL LOGISTICS CO LTD1770
61PLKQPACIFIC LINK INTL FREIGHT FORWARDING CO LTD1721
62PSHVPASHA INTERNATIONAL1690
63EMLTEM-LINES LIMITED1681
64CCLLCARGO CONTAINER LINE LIMITED1677
65BWLEBLUE WORLD LINE1668
66PVIDPENAVICO INTERNATIONAL LOGISTICS CO LTD1641
67GOAGGLOBAL OCEAN AGENCY LINES LLC1640
68SABCSTAR ASIA INTERNATIONAL INC1613
69BGPLBRILLIANT GROUP LOGISTICS CORP1593
70OBLMOCEAN BRIDGE LOGISTICS CO LIMITED1587
71SCQHSCANWELL CONTAINER LINE LTD1581
72FSIHFOREST SHIPPING WORLDWIDE LIMTED1558
73MFGTMAINFREIGHT INC1545
74SHNLSHINE INTERNATIONAL TRANSPORTATION (HONG KONG)  LIMITED1536
75SYGYSEASKY LOGISTICS CO LTD1500
76LUFRLAUFER GROUP INTERNATIONAL LTD1484
77AIGBAIR TIGER LOGISTICS (HK) LIMITED1465
78UNQLUNIQUE LOGISTICS INTERNATIONAL (H K) LTD1432
79HDWCHEADWIN LOGISTICS CO LTD1400
80USCKUS PACIFIC TRANSPORT INC1382
81KYSIKAIYUAN SHIPPING CO LTD1380
82GBORGLOBAL TRANSPORTATION CORPORATION1340
83UCMIUNITED CARGO MANAGEMENT INC1334
84CGGMCASTLEGATE LOGISTICS INC1287
85WWOLWORLDWIDE LOGISTICS GROUP INC1267
86PUSJPELORUS SHIPPING LINE LIMITED1260
87SMLYSHENZHEN MIRAGE LOGISTICS  LIMITED1245
88WSJOWYD (SHA) SUPPLY CHAIN MANAGEMENT CO LTD1230
89TSVCTRANS SERVICE LINE1215
90LUCNLONGSAIL USA CORPORATION1208
91OOCOOOCL LOGISTICS LINE LIMITED1192
92KWEOKINTETSU WORLD EXPRESS INC1185
93SDBJSAVINO DEL BENE USA INC1175
94YASVYUSEN LOGISTICS (AMERICAS) INC1114
95SNYLSUNNY LINE1109
96SKEMSHENZHEN KOK E COMMERCE LOGISTICS CO LTD1104
97PGCVPROSHIPPING GROUP CORP1089
98SPNPSHENZHEN PACIFIC-NET1082
99KSHVKING SHIPPING COMPANY1069
100SZILSHANGHAI ZEHONG INTERNATIONAL LOGISTICS CO LTD1064
101CITVCTS INTERNATIONAL LOGISTICS CORPORATION LIMITED1064
102ELCMEVERSTAR LOGISTICS CO LTD1061
103MXYMMATRIX SUPPLY CHAIN MANAGEMENT (SHANGHAI) CO LTD1021
104ILCDINTERFREIGHT LOGISTICS CO LTD1017
105GLVVGREAT LINK LOGISTICS CO LTD978
106ELNVEUMEX LINE NINGBO LIMITED973
107EIHKEGF INTERNATIONAL (HONG KONG) LIMITED969
108DNCYDYNAMIC NETWORK CONTAINER LINE LTD962
109NQICNINGBO QICHEN INTERNATIONAL LOGISTICS CO LTD954
110SWOESEKO WORLDWIDE954
111SDZHSHANGHAI LEAD TRANS INTL LOGISTICS CO LTD947
112DLHTDT LOGISTICS (HK) LTD945
113DSVFDSV OCEAN TRANSPORT943
114JHJTJHJ INTERNATIONAL TRANSPORTATION CO LTD920
115NWTQNINGBO WHOL TAC SUPPLY CHAIN CO LTD909
116MIQOMIQ LOGISTICS908
117BLMEBLUE LOTUS OCEAN LINE LIMITED908
118MLCWMCLEAN CARGO SPECIALISTS (DIVISION OF CRANE  WORLDWIDE LOGISTICS LLC)907
119MOLWMOL WORLDWIDE LOGISTICS, LIMITED901
120NEDFNIPPON EXPRESS CO LTD874
121UPSPUNIPAC SHIPPING INC873
122RRKKRITIME GROUP INC846
123ASWWAIR SEA WORLDWIDE LOGISTICS LTD842
124RLUSROHLIG USA LLC828
125AIWLAIT WORLDWIDE LOGISTICS INC823
126ZESCZHEJIANG EQUATOR SUPPLY CHAIN CO LTD822
127PLGJPATSON LOGISTICS LIMITED788
128SYGOSKY G LOGISTICS LIMITED773
129SUWBSUNPOWER LOGISTICS SDN BHD763
130ZTILZHEJIANG TONY INTERNATIONAL LOGISTICS CO LTD756
131OIAGOIA GLOBAL LOGISTICS738
132PACJP A C OCEAN LINES737
133FGFQFULLTRANS GLOBAL LINES727
134QZIDQINGDAO ZHONGFU INT'L LOGISTICS COM LTD703
135DWSDDA WU SUPPLY CHAIN MANAGEMENT CO LTD697
136DISODELTRANS INTERNATIONAL SHIPPING CORPORATION695
137TGFHTOLL GLOBAL FORWARDING (HONG KONG) LIMITED693
138NAQANACA (VANGUARD LOGISTICS SERVICES)685
139SGLSSGL EXPRESS LINE657
140PNVOPENAVICO653
141WLSIWHALE LOGISTICS (SHANGHAI) COMPANY LIMITED643
142STIWSEA TRADE INTERNATIONAL INC633
143EBLAEURYBIA LOGISTICS INC619
144GBIIGOLDEN BRIDGE INTERNATIONAL INC616
145FSGTFOUR SEASON LOGISTICS CORPORATION603
146GSDRGUANGDONG SEA-DREAMS LOGISTICS TECHNOLOGY CO LTD596
147OSCDOUHUA SUPPLY CHAIN MANAGEMENT CO LTD596
148ELGDELG LOGISTIC590
149TTOGTT OCEAN LOGISTICS LLC582
150SEMDSEA-MAID INTERNATIONAL TRANSPORTATION AGENCY CO LTD577
151GAEHGUANGZHOU ANCHOR LOGISTICS CO LTD564
152BVLVBON VOYAGE LOGISTICS INC561
153ONPLOCEAN NAVIGATOR EXPRESS LINE560
154MALYMALLORY TRANSPORTATION549
155GBWQGEBRUDER WEISS INC548
156SQFNSHIFL INC530
157DBGJDONGGUAN BOSS INTERNATIONAL LOGISTICS CO LTD528
158EWLGEAST-WEST LOGISTICS INC527
159SKEPSUPERIOR BROKERAGE SERVICES INC521
160ZDSMZHEJIANG DONGLIXIN SUPPLY CHAIN MANAGEMENT CO LTD510
161VIFCVITA INTERNATIONAL FREIGHT CO LTD510
162STNDSINOTRANS LIMITED509
163SHPTSHIPCO TRANSPORT INC508
164SZQESHANGHAI MAGICAL LOGISTICS CO LTD503
165ANWMAMERICAN NEW LOGISTICS SERVICE CO LTD502
166ABFBARC BEST INTERNATIONAL INC500
167TECBTRIPLE EAGLE CONTAINER LINE LTD497
168AEASAMERICANA EXPRESS (SHANDONG) CO LTD497
169NIAVNINGBO BONDED AREA XINLIANDA LOGISTICS CO LTD496
170DYLGDYNA LOGISTICS INC495
171ASTIAIR SEA TRANSPORT INC493
172DSCHDANUBAL SUPPLY CHAIN SOLUTIONS CO LTD490
173NCACNINGBO CHAOSHENG INTERNATIONAL LOGISTICS CO LTD490
174TSIJTOP SEALAND INTERNATIONAL CO LTD488
175WLIRW & L INTERNATIONAL EXPRESS INC474
176SSNFSHANGHAI SUPREME INTERNATIONAL FREIGHT FORWARDING  CO LTD469
177ECUWECU WORLDWIDE467
178SZNQSHENZHEN SHINING OCEAN INTERNATIONAL LOGISTICS CO  LTD463
179SZJDSHENZHEN JIUFANG E-COMMERCE LOGISTICS LIMITED460
180WIDRWIDER LOGISTICS LIMITED459
181MOXRMORRISON EXPRESS CORPORATION (U S A)455
182TIJFTIJ FREIGHT SERVICES CO LTD450
183WECDWEIDA FREIGHT SYSTEM CO LTD436
184KLQIKESCO LOGISTICS INC435
185SBYESHANGHAI BA-SHI YUEXIN LOGISTICS DEVELOPMENT CO LTD434
186VHFLVANTEC HTS FORWARDING LTD428
187NFIONORTHSTAR FREIGHT INTERNATIONAL INC428
188OATJORIENTAL AIR TRANSPORT SERVICE INC426
189CNIHCHINAARTS INTERTRANS (SHANGHAI) CO LTD426
190AEIGAMERICAN INTERNATIONAL CARGO SERVICE INC421
191TKIBTRANS KNIGHTS INC419
192KWLDKINGWOOD LOGISTICS LTD418
193NHLBNINGBO HAPPYPORT LOGISTICS CO LTD418
194SMCMSHENZHEN MEGA INTERNATIONAL CO LTD418
195WMIDWE-MAY INT'L LOGISTICS CO LTD416
196SDMRSPEEDMARK INTERNATIONAL LTD411
197TQPITOPASIA INTERNATIONAL LOGISTICS CO LIMITED406
198PRIMPRIME SHIPPING INTERNATIONAL INC392
199ALCEAEROSHIPPING LOGISTICS (SHANGHAI) CO LTD391
200TRUMTRIUMPH LINK LOGISTICS LTD386
201KLSQKWISE LOGISTICS (SHANDONG) CO LTD375
202TWICTRANS WAGON INTL CO LTD373
203SQHNSHANGHAI SHANGHONG SUPPLY CHAIN MANAGEMENT CO LTD370
204SZLOSHENZHEN ZBAO LOGISTICS CO LTD370
205XPOORXO FREIGHT FORWARDING INC (F/K/A XPO GLOBAL  FORWARDING INC)359
206FTPAFASTIC SHIPPING CO LTD358
207SZCRSHENZHEN CHINA PROGRESS INTERNATIONAL FORWARDING CO  LTD358
208NGFKNINGBO FINE LINK INTERNATIONAL FREIGHT FORWARDING  CO LTD357
209CIYSCIMC TSD SUPPLY CHAIN SERVICES CO LTD357
210SZYMSHENZHEN YTAD FREIGHT FORWARDING CO LIMITED357
211GHSEGREAT HILL SUPPLY CHAIN TECHNOLOGY (NINGBO) CO LTD356
212ECXSEURO CARGO EXPRESS INC355
213PEVHPORTEVER SHIPPING LTD352
214SJKHSUPER LINKING LOGISTICS CO LTD350
215TONRTRANSCON SHIPPING COMPANY INC348
216WLSMWORLDTRANS LOGISTICS SERVICES LIMITED347
217OWLVOW LOGISTICS USA LLC344
218EVOSEVER OCEAN SUPPLY CHINA CO LTD342
219AMIGAMASS INTERNATIONAL GROUP INC342
220HUAFHUA FENG (USA) LOGISTICS INC341
221OTEDON TIME SHIPPING LINE LTD339
222TOPOTOPOCEAN CONSOLIDATION SERVICE (LOS ANGELES) INC337
223THAPTIANJIN HOPE SUPPLY CHAIN MANAGEMENT CO LTD334
224THFHTHREE FORT LOGISTICS INC331
225TZCLT-Z CARGO LTD330
226CCLTCASA CHINA LIMITED329
227NKILNINGBO KINGDOM INTERNATIONAL LOGISTICS CO LTD323
228SIGLSEAMARK INTERNATIOINAL LOGISTICS CO LTD316
229SQPGS GROUP CHINA LOGISTICS CO LTD313
230LKTILINKTRANS LOGISTICS CO LTD310
231UQISUQI SHIPPING INC310
232JTNGJ & T INTL LOGISTICS CO LTD306
233SJJNSHANGHAI HUIHANG JIEXUN NETWORK TECHNOLOGY CO LTD303
234SZIWSHENZHEN EAC INTERNATIONAL TRADING AND LOGISTICS  LIMITED300
235CHKMCHARTER LINK LOGISTICS LIMITED295
236PICJPACTRA INTERNATIONAL CO LTD294
237GUBHGUANGZHOU UNIPEARL BUSINESS AND LOGISTICS CO LTD292
238RHLSRICOH LOGISTICS CORPORATION292
239HIHNHIGH LINK LINE INC292
240MIDGMID AMERICA OVERSEAS (SHANGHAI) LTD290
241KLNLKLN CONTAINER LINE LIMITED287
242ACXCAIR-CITY XIAMEN FREIGHT INTL CO LTD286
243HSCPHUANJI SUPPLY CHAIN MANAGEMENT CO LTD285
244QYLGQINGDAO YARAN LOGISTICS CO LTD277
245AWOSAWOT GLOBAL LOGISTICS (USA) CORP276
246LSCVLF SUPPLY CHAIN MANAGEMENT CO LTD269
247TZWHTWTH EXPRESS267
248ANEOAT CONTAINER LINE LIMITED267
249AGOGARGOS GROUP INC267
250LISTLEMAN A/S263
251CFUICROWNFU LOGISTICS INC262
252ACGDACE LOGISTICS CO LTD260
253JYCVJOYCARGO FREIGHT SERVICE (SHENZHEN) CO LTD257
254ACDFACS LINES253
255ANIJALLIANCE INTERNATIONAL251
256AFGJACCUFREIGHT GROUP250
257SDVOSHANGHAI DREAM ASIA INTERNATIONAL LOGISTICS CO LTD250
258DCIDD & C INTERNATIONAL LOGISTICS CO LTD249
259BNXCBINEX LINE CORPORATION247
260WECSWYNN EXPRESS CORP246
261EILPEASTRONG INTERNATIONAL LOGISTIC COMPANY246
262TXSVTPL (XIAMEN) SUPPLY CHAIN MANAGEMENT CO LTD245
263SMWJSHANGHAI MILKYWAY CHEMICAL LOGISTICS CO LTD244
264HCLEHELVETIA CONTAINER LINE241
265MGNGMIRAGROWN LOGISTICS CORPORATION236
266GCLEGLOBAL CONTAINER LINE234
267ORLCORIENTAL LOGISTICS GROUP LIMITED233
268SLQGSUNWORLD LOGISTICS (QINGDAO) CO LTD232
269ZJKYZHE JIANG KAI YA INTERNATIONAL SUPPLY CHAIN CO LTD232
270IEXIINTERTRANS EXPRESS INC231
271DEJRDEKSU E-COMMERCE LOGISTICS (GUANGZHOU) CO LTD228
272CULOCITY UNION LOGISTICS CO LTD223
273SXTSSHENZHEN XINHE INTERNATIONAL LOGISTICS CO LTD223
274EQACEIPI QINGDAO SUPPLY CHAIN MANAGEMENT CO LIMITED218
275CTCGCTC LOGISTICS (L A) INC215
276AOCDACCORD LOGISTICS CO LTD212
277MGONMEGA LOGISTICS LTD211
278SFRYSHANGHAI FINIGATE INTEGRATED LOGISTICS CO LTD211
279GFVAGRAND FREIGHT SERVICE LTD210
280EIFBEVERGLORY INTERNATIONAL FORWARDING CO LTD209
281LFFWLACONIC FREIGHT INTERNATIONAL LTD209
282NDAMNINGBO DEVTRANS SUPPLY CHAIN MANAGEMENT CO LTD208
283TGBJTEAM GLOBAL LOGISTICS CO LTD207
284ZYIAZHEJIANG YINGHE INTERNATIONAL LOGISTICS CO LTD206
285SFPNSHENZHEN FERTILE PLAN INT'L LOGISTICS CO LTD204
286XRAIXIAMEN R EVER INTERNATIONAL LOGISTICS CO LTD203
287SNCRSHINE SUPPLY CHAIN CO LTD201
288ELCKEUSU LOGISTICS CO LTD200
289FGNLFASTGROW INTERNATIONAL CO INC199
290TVLCT V L CONTAINER LINE198
291PLUAPANDA LOGISTICS USA INC197
292USGQUNITED STONE GLOBAL LOGISTICS INC196
293PGSMPEGASUS MARITIME INC195
294QYILQINGDAO YANUO INTERNATIONAL LOGISTICS CO LTD195
295YESLYES LOGISTICS CORP194
296DILHDELE INTERNATIONAL LOGISTICS CO LTD194
297SEOGSHANGHAI EASTERN WORLDWIDE LOGISTICS CO LTD192
298WLQGWORLDEX LOGISTICS QINGDAO CO LTD192
299FLCSFIBS LOGISTICS (CHINA) LIMITED190
300PGBGPIONEER GLOBAL LOGISTICS INC190

5、看完货代看货主,有仍在与库存做斗争营收净利双降的货主,也有营收净利双超预期的货主比如我在视频号发的lululemon。
lululemon
在截至4月30日的一季报中,收入同比增长24%,净利润2.9亿美元同比增长52.63%,均超预期!值得一提的是,lululemon表示大概10%-15%的利润增长由“空运费的下降” 共同推动。同时,刚好库存增长24%与营收增长率保持一致,也表明lululemon的供应链正在正常化。此外,lululemon将其“全渠道”零售模式、快时尚风格的产品“Drops”和国际影响力包括一骑绝尘同比增长79%的中国市场列为增长动力。根据最航运的监测,虽然Lululemon仍在扩张,但同赛道的运动服装竞争对手们显然表现不佳,进口量同比明显下降。继第一季度下降29%之后,4月份进口货量同比下降31%,使得单月进口量处于10年来4月的最低水平。这反映了消费者购买模式的变化以及零售商仍在去库存和恢复正常季节性活动模式的进程中。


今天到此

明天再见

微信号forclear

继续阅读
阅读原文